SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

West Branch Capital LLC's Holding History (CIK: 0001738723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,078 Value ($000) $20,511 Avg Close Range
Q3 2025
Shares 30,206 Value ($000) $20,123 Avg Close Range
Q2 2025
Shares 29,107 Value ($000) $17,984 Avg Close Range
Q1 2025
Shares 28,126 Value ($000) $15,733 Avg Close Range
Q4 2024
Shares 27,088 Value ($000) $15,876 Avg Close Range
Q3 2024
Shares 26,241 Value ($000) $15,056 Avg Close Range
Q2 2024
Shares 22,728 Value ($000) $12,369 Avg Close Range
Q1 2024
Shares 22,920 Value ($000) $11,989 Avg Close Range
Q4 2023
Shares 21,493 Value ($000) $10,216 Avg Close Range
Q3 2023
Shares 20,837 Value ($000) $8,908 Avg Close Range
Q2 2023
Shares 21,360 Value ($000) $9,468 Avg Close Range
Q1 2023
Shares 21,315 Value ($000) $8,726 Avg Close Range
Q4 2022
Shares 21,555 Value ($000) $8,243 Avg Close Range
Q3 2022
Shares 21,819 Value ($000) $7,793 Avg Close Range
Q2 2022
Shares 21,733 Value ($000) $8,199 Avg Close Range
Q1 2022
Shares 21,832 Value ($000) $9,860 Avg Close Range
Q4 2021
Shares 22,103 Value ($000) $10,498 Avg Close Range
Q3 2021
Shares 22,237 Value ($000) $9,543 Avg Close Range
Q2 2021
Shares 22,457 Value ($000) $9,613 Avg Close Range
Q1 2021
Shares 22,585 Value ($000) $8,951 Avg Close Range
Q4 2020
Shares 23,065 Value ($000) $8,623 Avg Close Range
Q3 2020
Shares 24,778 Value ($000) $8,298 Avg Close Range
Q2 2020
Shares 26,680 Value ($000) $8,227 Avg Close Range
Q1 2020
Shares 27,710 Value ($000) $7,142 Avg Close Range
Q4 2019
Shares 28,210 Value ($000) $9,080 Avg Close Range
Q3 2019
Shares 35,501 Value ($000) $10,036 Avg Close Range
Q2 2019
Shares 32,886 Value ($000) $9,636 Avg Close Range
Q1 2019
Shares 31,421 Value ($000) $8,876 Avg Close Range
Q4 2018
Shares 29,270 Value ($000) $7,315 Avg Close Range
Q3 2018
Shares 30,113 Value ($000) $8,755 Avg Close Range
Q2 2018
Shares 30,250 Value ($000) $8,206 Avg Close Range
Q1 2018
Shares 30,837 Value ($000) $8,115 Avg Close Range